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Fortinet

1,059 hedge funds and large institutions have $29.9B invested in Fortinet in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 404 increasing their positions, 409 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
-35
Holders Change %
-3.2%
% of All Funds
16.88%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.29%
New
121
Increased
404
Reduced
409
Closed
147
Calls
$413M
Puts
$288M
Net Calls
+$125M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
601
Islay Capital Management
Texas
$735K -$64.5K -1,100 -8%
FIM
602
Freedom Investment Management
Connecticut
$734K +$48.9K +833 +7%
DG
603
DMC Group
Alabama
$733K +$109K +1,862 +18%
CWM
604
Circle Wealth Management
New Jersey
$729K +$729K +12,429 New
CG
605
Caprock Group
Idaho
$729K +$13.8K +236 +2%
BJL
606
Brighton Jones LLC
Washington
$728K +$117K +1,989 +19%
BW
607
Bison Wealth
Georgia
$725K +$2.11K +36 +0.3%
SBH
608
Segall Bryant & Hamill
Illinois
$721K +$721K +12,295 New
GIM
609
Groesbeck Investment Management
New Jersey
$717K -$129K -2,200 -15%
Twin Tree Management
610
Twin Tree Management
Texas
$715K -$9.98M -170,022 -93%
SC
611
Sonen Capital
California
$713K +$74.9K +1,277 +12%
AssetMark Inc
612
AssetMark Inc
California
$693K -$11.3K -192 -2%
CCM
613
Coldstream Capital Management
Washington
$690K -$17.9K -305 -3%
FPAS
614
Focus Partners Advisor Solutions
Missouri
$682K +$682K +11,630 New
S
615
SignatureFD
Georgia
$681K +$17.6K +300 +3%
Lido Advisors
616
Lido Advisors
California
$672K -$11.4K -194 -2%
HWM
617
HB Wealth Management
Georgia
$670K +$87.6K +1,493 +15%
CA
618
Cornerstone Advisors
North Carolina
$663K +$663K +11,300 New
OWA
619
Outlook Wealth Advisors
Texas
$661K +$17.4K +296 +3%
CCG
620
Ceeto Capital Group
Florida
$660K +$660K +11,250 New
KA
621
Kovack Advisors
Florida
$659K +$84.5K +1,440 +15%
HFS
622
Hantz Financial Services
Michigan
$658K -$18.2K -310 -3%
HSA
623
HBK Sorce Advisory
Pennsylvania
$658K -$20.9K -356 -3%
CCI
624
Credit Capital Investments
New Jersey
$656K +$656K +11,175 New
TCM
625
Teza Capital Management
Illinois
$648K +$648K +11,051 New